Pre-Approach Letter

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PRE-APPROACH LETTER

Dear (Customer Name):

'ONE SIZE FITS ALL.'

Is that the kind of insurance program for which you're paying?

Although this approach might work with socks, it hardly suits a comprehensive and cost-effective insurance package.

As you know, it becomes more expensive to do business every day. At (Your Agency Name) we're insurance specialists - we tailor insurance to fit the needs of each of our clients.

Also, we realize that sometimes insurance is not the best answer. When we're designing your plan, we'll consider methods of risk transfer, reduction, and retention as well as insurance.

Let us take a look at your present plan. You'll receive a free evaluation of your program, plus our suggestions on tailoring your plan to truly fit your needs.

Sincerely,

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